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Visa
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Overview Fund Activity

3,414 hedge funds and large institutions have $350B invested in Visa in 2023 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 1,374 increasing their positions, 1,484 reducing their positions, and 113 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,414
Holders Change
+25
Holders Change %
+0.74%
% of All Funds
54.64%
Holding in Top 10
549
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+7.86%
% of All Funds
8.79%
New
207
Increased
1,374
Reduced
1,484
Closed
113
Calls
$4.2B
Puts
$3.27B
Net Calls
+$935M
Net Calls Change
-$585M

Top Buyers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$961M
2
Capital World Investors
Capital World Investors
California
+$658M
3
State Street
State Street
Massachusetts
+$580M
4
LP
Longview Partners
Guernsey
+$573M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
+$432M

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
-$2.13B
2
CSA
Cottage Street Advisors
Massachusetts
-$707M
3
Amundi
Amundi
France
-$424M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$316M
5
Sands Capital Management
Sands Capital Management
Virginia
-$304M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
426
Silvant Capital Management
Georgia
$51.2M -$7.79M -34,538 -13%
YCM
427
Yousif Capital Management
Michigan
$51.2M -$4.08M -18,104 -7%
CWM
428
CIBC World Markets
New York
$51.2M -$9.12M -40,449 -15%
GC
429
Guggenheim Capital
Illinois
$51.1M -$1.35M -6,007 -3%
Daiwa Securities Group
430
Daiwa Securities Group
Japan
$50.8M +$5.4M +23,938 +12%
SOADOR
431
State of Alaska Department of Revenue
Alaska
$50.5M -$1.07M -4,735 -2%
AAM
432
Aureus Asset Management
Massachusetts
$50.5M -$4.6M -20,412 -8%
FFM
433
Fullerton Fund Management
Singapore
$50.2M -$3.41M -15,144 -6%
FCI
434
Financial Counselors Inc
Kansas
$50.1M +$281K +1,247 +0.6%
BWC
435
Blue Whale Capital
United Kingdom
$49.9M -$2.31M -10,250 -4%
ELI
436
Empire Life Investments
Ontario, Canada
$49.9M +$2.52M +11,161 +5%
PGFC
437
Peapack-Gladstone Financial Corp
New Jersey
$49.8M +$1.87M +8,372 +4%
EDRH
438
Edmond de Rothschild Holding
Switzerland
$49.8M -$10.4M -46,205 -17%
HFS
439
Hantz Financial Services
Michigan
$49.6M +$439K +1,947 +0.9%
PWP
440
Private Wealth Partners
California
$49M +$983K +4,362 +2%
TC
441
TownSquare Capital
Utah
$48.9M +$375K +1,663 +0.8%
BS
442
Banco Santander
Spain
$48.5M -$4.98M -22,073 -9%
Bank of Nova Scotia
443
Bank of Nova Scotia
Ontario, Canada
$48.5M +$1.15M +5,108 +2%
WTC
444
WhitTier Trust Company
Nevada
$48.5M +$721K +3,198 +2%
CM
445
Cercano Management
Washington
$48.3M – – –
GIBU
446
Gulf International Bank (UK)
United Kingdom
$48.1M -$14.4M -64,000 -23%
CT
447
Cambridge Trust
Massachusetts
$48M -$11.8M -52,170 -20%
PWP
448
Perfromance Wealth Partners
Illinois
$47.6M +$258K +1,144 +0.5%
GF
449
Gabelli Funds
New York
$47.5M -$180K -800 -0.4%
TF
450
TIAA FSB
Florida
$47.4M -$626K -2,776 -1%
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